Professional Documents
Culture Documents
Project Management
DEVELOPING SKILLS OF NGOS
Project Management
Written by
ERMIRA LUBANI and MIHALLAQ QIRJO
Edited by
LASZLO PERNECZKY and ALKEN MYFTIU
No part of this publication may be sold in any form or reproduced for sale
without prior written permission of the copyright holder
Published by:
The Regional Environmental Center for Central and Eastern Europe
Ady Endre ut 9-11, 2000 Szentendre, Hungary
Tel: (36-26) 504-000, Fax: (36-26) 311-294
E-mail: info@rec.org, Web site: <www.rec.org>
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without the use of chlorine or chlorine-based chemicals.
CONTENTS
Topic Material 5
Overview 7
Training Project Managers 10
Training Toolkit 23
Tool 1: Scavenger Hunt 25
Tool 2: Ambiguous Directions 27
Tool 3: Robots 28
P R O J E C T M A NAG E M E N T 3
4 P R O J E C T M A NAG E M E N T
Topic Material
P R O J E C T M A NAG E M E N T 5
6 P R O J E C T M A NAG E M E N T
TO P I C M AT E R I A L
Overview
Introduction
Managing a project may seem like a daunting task that requires a great deal of exper-
tise, knowledge and practice. It may seem hard to understand, follow or accomplish.
In many ways, however, everyone is a full-time project manager in their daily lives.
Some examples of complex, yet everyday projects are:
• shopping;
• cleaning the flat;
• organising a football match;
• preparing for an exam;
• planning a vacation; and
• living on a fixed salary.
A close look at these activities shows they are all “projects” with individual project
managers. There are common elements to all these routine tasks.
What is a project?
A project is:
• a result oriented, concrete, practical effort;
• directed towards the solution of a relatively complex problem or issue;
• an activity with defined objectives and expected results;
• limited by time, as well as financial, technical and human resources;
• planned in advance and evaluated at the end.
P R O J E C T M A NAG E M E N T 7
TO P I C M AT E R I A L
FIGURE 1
a result-oriented, concrete, practical effort Yes, very practical, and for most of us quite an effort…
directed towards the solution of a relatively In the case of a regular “kids room” it is definitely
complex problem or issue a complex issue…
defined objectives and expected results Yes, the flat should be clean.
limited by time, financial, technical and Yes, nobody likes to waste hours cleaning, a vacuum
human resources cleaner can be a great technical asset and an
additional person would help to clean it faster.
planned in advance and evaluated at the end Yes, it rarely occurs spontaneously of goes unnoticed.
one-time occasion, non-frequent, Ok, we wish… but any room-cleaning can also be
non-periodical effort described as a “non-frequent” effort, distinctive
from the last one we did three months ago!
the 3Ps – project is part of a programme, How do we perform the cleaning? How often?
programmes are part of a policy… What does “clean the rooms” actually mean? This
is already “programme” level. Your lifestyle already
governs the general “policy” level, which defines
the framework for the “programmes and projects.”
a tool or a goal? Room cleaning is a very good example when
reaching the goal.
8 P R O J E C T M A NAG E M E N T
TO P I C M AT E R I A L
Of course, this manual is not for “shoppers” or “maids,” but for project managers of
(environmental) non-governmental organisations (NGOs). As the concept of project
management is not new, we would like to highlight some of its practical aspects and
briefly some methods and tools that make a project manager’s life easier.
Skills to be Developed
Upon successful completion of a training based on this guide, participants will be
able to conduct critical analyses of environmental needs, impacts of possible projects and
their own organisation’s capacities. They will also learn various ways to increase their
managerial effectiveness and efficiency.
Content
This guide works through the various stages of analysis, planning, implementation,
evaluation and reporting. It contains definitions, explanations and activities designed to
introduce and enforce the concepts and practical aspects of environmental project man-
agement.
P R O J E C T M A NAG E M E N T 9
TO P I C M AT E R I A L
FIGURE 2
Needs Analysis
10 P R O J E C T M A NAG E M E N T
TO P I C M AT E R I A L
This needs assessment will challenge our ideas; it will either strengthen our resolve or
make us reconsider our logic. Environmental assessments help to see the different lev-
els of the surrounding environment that affect the management and success of the project.
There are three main levels of environmental assessment: the organisation, the micro-
environment and the macro-environment.
Project Planning
Defining the goal
From the needs analysis we know why this project is important. Now it is time to iden-
tify what the project is for, what the project should achieve and why it exists. In short, what
is the goal of the project?
The goal is a sentence-long phrase describing an image of a possible future that can
be worked towards. The goal need not mention specific dates or activities. It should not
be changed during the project, since changing the goal would involve drastic changes to
the project as a whole.
P R O J E C T M A NAG E M E N T 11
TO P I C M AT E R I A L
Defining objectives
Project ideas often react on needs, lack of resources or existing problems without defin-
ing the details. At the beginning, we need to narrow the tasks by breaking the general goal
into smaller objectives.
The objectives derive from the goal as one-sentence phrases, presenting the clear
keystones that the project will achieve by the end. In order to accomplish each objective,
a series of connected activities must be implemented. The smaller the number of objec-
tives, the less complex the activity tree will be.
A SMART objective (see sidebar on previous page) can be converted into specific tar-
gets and actions. The more abstract the objective, the more difficult it is to measure per-
formance. Managers need to discuss the objectives with their project team, target groups,
partners and colleagues. Objectives must be understandable and acceptable to those
who will help to achieve them.
In addition, it is worth clarifying some issues about indicators. Indicators describe
objectively measurable, empirically observable terms and provide the basis for measur-
ing performance and evaluating projects. They are parameters of change or results indi-
cating to what extent the project objectives have been achieved. Indicators help to cre-
ate transparency in conveying to others what the project intends to achieve.
It is relatively easy it identify indicators for quantitatively measur-
able tasks. For example, it is easy to decide whether 25 copies of a
letter have been sent. Qualitative tasks, however, are more problem-
A strategy outlines how atic. It is difficult to estabilish, for instance, whether the letter itself
management intends to was well written.
achieve its objectives. Some indicators must be preliminary agreed upon with the donor
and the target groups in order to unify the expectations of the pro-
ject’s activities and results.
Situation analysis
At this stage the most important questions are whether the organisational structure
has to be amended for the project and to what extent.
Also, a draft resource analysis is advisable at this point. The easiest form is the SWOT
analysis — an outline of organisational strengths, weaknesses, opportunities and threats
that shows the expected positive and negative effects of the project.
The methodology is the process through which the team approaches the project’s
objectives. It can take many forms, but it should always be coherent and insure that
results will be available in a timely manner.
The methodology chosen should reflect the overall concept of the project, as well
as the mission of the organisation. For example, most environmental organisations
would not condone a methodology of killing off natural predators in order to save an
endangered species.
The working methods are the way that we are going to do the activities to pursue
concrete objectives or steps. It is very important that other people or partners should
understand the methodology and strategy of the project.
12 P R O J E C T M A NAG E M E N T
TO P I C M AT E R I A L
Planning
It is ineffective for a manager to work without a plan. Figure 3 lists many ways that
effective planning can improve the quality of a project. Figure 4 shows how planning
leads to specific questions.
Managers have a primary responsibility for planning. In fact, some managers see
planning as the primary management function and think that organising and monitoring
are secondary.
Two of the most important questions that managers must answer are: What is to be
accomplished? and How?
The planning function requires managers to make decisions on important elements
of the project such as objectives, actions, resources and implementation.
How does a manager begin the planning process? Many professionals agree that ask-
ing the project team the right questions can solve many of the tasks at hand. Figure 4 con-
tains an extensive list of questions about the project’s objectives, actions, resources and
implementation that a manager needs to address.
FIGURE 3
Why Plan?
Planning allows an organisation to affect rather Planning is an opportunity for different levels of
than accept the future. the organisation to coordinate their activities and
share advice.
By having a plan, the organisation commits itself
to action. Planning allows managers to concentrate on the
task at hand.
Planning provides management with a blueprint
for the project. Team members who are involved in planning will
work with a greater sense of purpose.
Planning foresees the resources needed for the
project’s activities.
P R O J E C T M A NAG E M E N T 13
TO P I C M AT E R I A L
FIGURE 4
14 P R O J E C T M A NAG E M E N T
TO P I C M AT E R I A L
FIGURE 5
Q1 Q2 Q3 Q4
Distribute surveys
RESEARCH PHASE
Evaluate ammes
PLANNING PHASE
Br with faculty
Draft proposal
IMPLEMENTAT
T ION PHASE
Hold fundraisers
Hire staff
Enrol students
ANALYSIS
L PHASE
Draft report
results
to school board
P R O J E C T M A NAG E M E N T 15
TO P I C M AT E R I A L
Project implementation
Project implementation is where the plans are actually carried out. Reverting to our
house-cleaning analogy, it is where we physically wash the clothes, sweep the floor and
dust the shelves.
The real project management challenges are:
• keeping to the project’s objectives;
• documenting the project;
• collecting and sharing information;
• coordinating and organising;
• keeping deadlines;
• making decisions;
• monitoring and evaluating;
• maintaining contacts with partners;
• delegating responsibilities;
• staff and team building, human resource management; and
• whatever else may come…
Monitoring all of these tasks requires skill and commitment. Although a popular
quote claims that “only fools control things in order, the genius oversees the chaos,” in
truth, keeping things under control requires just as much talent, especially when more
people are involved and information must be shared.
We’ll now take a look at some useful tools for keeping tasks in control.
Gantt chart
The Grant chart was developed as a managerial tool for tracking the interrelatedness
of project activities. Figures 5 and 6 show two types of Gantt charts. They both show:
• the concept of the Gantt chart;
• how complex project management tasks can be visualised; and
• that a good project manager keeps the chart as simple as possible to avoid getting lost
in the details.
In many cases a simple table, like the one shown in Figure 7, can be just as helpful. Activ-
ities are often related to one another. Figure 8 demonstrates how time-phasing can be incor-
porated into the table. It is a practical tool that allows managers to track multiple activities that
may be related and may require time commitments from project staff. When the same person
or team is required for two different projects, the manager is forced to prioritise the activities.
According to this chart we can see:
• a work-plan time frame;
• delivery dates;
• the “give” and “get” (inter-project dependency) dates; and
• work-plan visibility.
An accurate starting date and closing date for each of the planned activities are criti-
cal. Do a complete activity/timetable for yourself, even if the public will need to see only
parts of it. Try not to put too many activities in any single time period, as both monitor-
ing and resources may be strained.
16 P R O J E C T M A NAG E M E N T
TO P I C M AT E R I A L
FIGURE 6
Q1 Q2 Q3 Q4
Develop GUI
advertising campaign
FCS preparation
Final quality
testing
FCS release
A good work plan must be forecasted and specified in budget any terms, too. Manage-
ment can select the type of budget that best suits the planning needs of the organisation.
The project’s goal, objectives, and plans are not mutually exclusive components of
the management process. They are highly interdependent and inseparable. The impor-
tance of clear and sound objectives cannot be overstated.
P R O J E C T M A NAG E M E N T 17
TO P I C M AT E R I A L
FIGURE 7
FIGURE 8
Day 1 2 3 4 5 6 7 8 9 10 11 12 13 14
Activity A
Activity B
Activity C
Activity D
Activity E
Activity F
Logical framework
Finally, the logical framework matrix, or “logframe,” is a project design and manage-
ment tool. By setting out project objectives in a hierarchy and requiring planners to iden-
tify the critical assumptions and risks that may affect project feasibility, the logframe pro-
vides a means of checking the internal logic of the project plan. During the specification
of verifiable indicators and means to verify progress, planners are reminded to think
about how they will monitor and evaluate the project right from the start.
The logframe helps to construct the internal logic of the project. It assists the process
of defining operational goals, objectives and activities for projects, and prompts the man-
ager to challenge assumptions. Furthermore, it helps the understanding of the interaction
among these elements by placing them in a logical sequence. In addition, it connects the
elements of the planning process with the implementation itself, by assisting the devel-
opment of measurable indicators for the monitoring of the initial state and further
progress of the project. Technically, the logframe method consists of a matrix where all
elements of a project need to be arranged, and where logical inferences are defined
among the cells of the matrix from the left-bottom up.
The logframe matrix, as shown in Figure 9, is a good tool for smaller NGO projects as
well, and as the European Union uses the logframe more and more often, it is definitely
worthwhile to learn about it. Unfortunately, a detailed description would be some 60 pages
so the chart below is only an indication. Further details are available on the
<europa.eu.int/comm/europeaid/evaluation/methods/pcm.htm> website.
18 P R O J E C T M A NAG E M E N T
TO P I C M AT E R I A L
Managing resources
One of the first priorities of the manager is of course obtaining resources to do the
work. The resources can be financial, material, technical or human.
Financial resources
What is budgeting? The Webster’s Dictionary gives a number of definitions of
which “the amount of money available for, required for, assigned to a particular pur-
pose” appears to be the most relevant definition for our case. Budgeting is nothing new.
It is nothing more than the value of what you have, or will have, and what you intend to
spend it on.
Why budget?
As indicated above, a budget gives a clear overview of the financial resources
required to implement the work plan. First of all, this information is required by the
donor to approve a project document. An agreement is made between the donor and the
implementing organisation indicating that the activities stated in the project proposal will
be carried out by the project team within a certain period of time and at a certain cost.
It is of course both in the donor’s, as well as in the project’s, interest to carry out this
agreement as accurately as possible. The more accurate the budget is linked to activities
and to realistic costs, the easier it will be to stick to this agreement.
The budget plays an important role in the entire process of management. A poor bud-
get will likely create numerous problems during the implementation stage. In order to
develop a budget, we must foresee what resources the project will require, the required
quantity of each item, when they will be needed, and how much they will cost — includ-
ing the potential effects of price inflation. It is very important to make a specific budget
for each activity to make tracking the expenses easier when they are incurred.
FIGURE 9
Overall
objectives
Project
purpose
Result
Pre-conditions
P R O J E C T M A NAG E M E N T 19
TO P I C M AT E R I A L
FIGURE 10
Are successful managers different from effective man- Effective managers meanwhile are those who have
agers? Most experts believe that there are important achieved high levels of quality and quantity of work in
differences. They define successful managers as those their departments while at the same time generating
who have moved up the hierarchy quickly. high levels of satisfaction and commitment among
employees. The difference? Effective managers (those
who get the job done) spend more time in routine
communication and human resource management.
20 P R O J E C T M A NAG E M E N T
TO P I C M AT E R I A L
Reporting
The results of the evaluation can be incorporated into the final report that the project man-
ager submits to the supporters. The report has two parts: a narrative and a financial report.
The narrative report should be a faithful representation of the how the project devel-
oped. However, keep the text brief and to the point, concentrating on what would be of
interest to an outsider such as the donor. The structure of a narrative report can be seen
in the sidebar.
The financial report should clearly and accurately show the use of all funds. All pro-
ject-related expenditures must be presented. The easiest way is to simply compare the
planned budget to the actual expenditures. In those budget-lines where the variance is
over 10 percent, some justification is necessary. It is important that the financial report is
consequent to, and interlinked with, the narrative reports.
P R O J E C T M A NAG E M E N T 21
22 P R O J E C T M A NAG E M E N T
Training Toolkit
P R O J E C T M A NAG E M E N T 23
24 P R O J E C T M A NAG E M E N T
T R A I N I N G T O O L K I T: S C A V E N G E R H U N T
Participants: As a group
Duration: 30 minutes
Procedure:
1 Explain to the group that they will be performing a scavenger hunt. Normally, a
scavenger hunt involves knocking on doors in a neighborhood in search of a list of
specific, often obscure objects. In this activity, however, participants will be look-
ing for others in the group who fit a specific criteria.
2 Hand out the Scavenger Hunt Treasures form (Figure 11). Explain that they should
fill in as many items as they can with names and specific pieces of information. Dis-
courage participants from relying on prior knowlegde of people in the group.
3 Collect the forms and either post them on the wall or share the information with
the group.
1
P R O J E C T M A NAG E M E N T 25
T R A I N I N G T O O L K I T: S C A V E N G E R H U N T
FIGURE 11
Find two people who want to change what they’re doing. How will they do it?
Find two people who work at least 10 hours a day. What do they enjoy most
about their jobs?
Find two people who love their sisters or brothers. How do they show it?
Find someone who feels that he/she has a good balance between school (or
job) and home life. How is it done?
Find two people who have won an argument with their child(ren)/parent(s)
this month. How did they do it?
Find two people who consider themselves as “seekers.” What are they seeking?
Find two people who see themselves as creative. What makes them creative?
Find someone who feels stress on the job. How does he/she cope?
Find three people who have had a good laugh the past week. What were they
laughing at?
26
1P R O J E C T M A NAG E M E N T
T R A I N I N G T O O L K I T: A M B I G U O U S D I R E C T I O N S
Procedure:
1 Select four participants (or ask for volunteers) and ask them to stand in the front of
the room, facing the group.
3 Tell the participants that they must close their eyes during the exercise and follow
the instructions as closely as possible without asking questions.
4 Instruct them to fold the paper in half and then tear off the bottom right corner of the
paper. Tell hem to fold the paper in half again and tear off the upper right hand corner.
Tell them to fold the paper in half again and to tear off the lowest left hand corner.
5 Instruct them to open their eyes and display the unfolded paper to each other and
the audience.
Discussion:
What words in the instructions could be interpreted in different ways? How could the
directions have been clearer to reduce the ambiguity? How can we encourage people to
ask for clarification when they do not understand something?
2
P R O J E C T M A NAG E M E N T 27
T R A I N I N G T O O L K I T: R O B O T S
Tool 3: Robots
Objectives: Demonstrating the difficulties in managing
two things at once
Duration: 15 minutes
Procedure:
1 Divide the participants into groups of three: two robots and one robot controller.
The controller moves a robot to the right by touching the robot’s right shoulder and
to the left by touching the left shoulder.
3 The controller must try to stop the robots crashing into obstacles such as tables,
chairs and walls.
4 After about three minutes ask the controller to switch roles with one of the robots.
Repeat steps 2 and 3. Switch again after another three minutes.
Discussion:
What did it feel like trying to control two robots at once? What did feel like being a robot?
28
3P R O J E C T M A NAG E M E N T
Sample Workshop Agenda
P R O J E C T M A NAG E M E N T 29
30 P R O J E C T M A NAG E M E N T
S A M P L E WO R K S H O P AG E N DA
FIGURE 12
Part 1 Introduction
CATEGORY PURPOSE SUGGESTED ACTIVITIES
P R O J E C T M A NAG E M E N T 31
S A M P L E WO R K S H O P AG E N DA
FIGURE 12
Part 5 Planning
CATEGORY PURPOSE SUGGESTED ACTIVITIES
32 P R O J E C T M A NAG E M E N T
S A M P L E WO R K S H O P AG E N DA
FIGURE 12
Part 6 Implementation
CATEGORY PURPOSE SUGGESTED ACTIVITIES
Part 8 Summary
CATEGORY PURPOSE SUGGESTED ACTIVITIES
P R O J E C T M A NAG E M E N T 33
THE REGIONAL ENVIRONMENTAL CENTER FOR CENTRAL AND EASTERN
EUROPE (REC) is a non-partisan, non-advocacy, not-for-profit organisation with a
mission to assist in solving environmental problems in Central and Eastern Europe
(CEE). The Center fulfils this mission by encouraging cooperation among non-govern-
mental organisations, governments, businesses and other environmental stakeholders,
by supporting the free exchange of information and by promoting public participation
in environmental decision-making.
The REC was established in 1990 by the United States, the European Commission and
Hungary. Today, the REC is legally based on a Charter signed by the governments of 27
countries and the European Commission, and on an International Agreement with the
Government of Hungary. The REC has its headquarters in Szentendre, Hungary, and local
offices in each of its 15 beneficiary CEE countries which are: Albania, Bosnia and
Herzegovina, Bulgaria, Croatia, Czech Republic, Estonia, Hungary, Latvia, Lithuania, FYR
Macedonia, Poland, Romania, Serbia and Montenegro, Slovakia and Slovenia.
Recent donors are the European Commission and the governments of Albania,
Belgium, Bosnia and Herzegovina, Bulgaria, Canada, the Czech Republic, Denmark,
Estonia, Finland, France, Germany, Italy, Japan, Latvia, Lithuania, the Netherlands,
Poland, Serbia and Montenegro, Slovenia, Sweden, Switzerland, the United Kingdom
and the United States, as well as other inter-governmental and private institutions.
Project Management